Become a Client




Call or email us to schedule a complimentary, no-obligation consultation with our advisors.

This initial meeting provides you an opportunity to interview us and gives us an opportunity to get to know you. We ask that you bring copies of your financial statements so that, together, we can create your confidential financial profile. During this meeting we will:

  • Discuss your financial goals and concerns
  • Provide background information on our firm and advisors
  • Fully disclose our fee and compensation arrangements

To ensure we deliver the unparalleled service our clients expect from IBEX Wealth Advisors, we take on a limited number of new clients each year. If, after meeting with you, we determine we are unable to meet your needs we will make every effort to refer you to the outside professionals we feel may be better able to assist you.


Our second meeting with you will focus on collecting information and data. Our goal is to get to know you intimately to better serve you now and for years to come. In addition to analyzing your financial data, accounts and investment holdings, we will ask questions to help us obtain a good understanding of your:

  • Financial and non-financial goals and objectives
  • Financial concerns
  • Aspirations in life
  • Plan for retirement
  • Family obligations
  • Legacy and philanthropic goals
  • Values, passions, personal interests, and more

Once we have carefully gathered and analyzed your personal and financial data, we will develop a financial plan and recommendations. We will present our recommendations, ask for, and incorporate your feedback.

Once your plan is finalized, we will implement your plan and execute your investment strategy.

On an ongoing basis, we will monitor your plan closely against established goals and objectives, and communicate with you regularly. As economic conditions or the investment markets change, we will proactively reach out to you to communicate how or if we expect conditions to impact your portfolio. As changes take place in your life, marriage, birth of a child, career change, we encourage you to reach out to us to discuss the impact these changes may have on your plan or strategy.